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Innovator Equity Defined Protection ETF - 6mo Jan/Jul

88 hedge funds and large institutions have $139M invested in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

3% less capital invested

Capital invested by funds: $143M → $139M (-$4.59M)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

3% less funds holding

Funds holding: 9188 (-3)

3.41% less ownership

Funds ownership: 61.18%57.77% (-3.4%)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$46.3M -$2.33K -80 -0%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.6M -$244K -8,352 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.94M +$226K +7,757 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.28M
AWM
5
AE Wealth Management
Kansas
$6.29M -$1.54M -52,960 -20%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$4.57M -$1.93M -66,190 -30%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.11M +$1.44M +49,421 +54%
TWP
8
Triad Wealth Partners
Kansas
$3.53M -$61.7K -2,115 -2%
PWM
9
Peak Wealth Management
New Hampshire
$2.36M -$80.8K -2,770 -3%
BCM
10
Brookstone Capital Management
Illinois
$2.12M -$373K -12,773 -15%
WCM
11
Weaver Capital Management
Georgia
$2.07M +$399K +13,674 +24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2M +$118K +4,048 +6%
GWM
13
Goldenstone Wealth Management
California
$1.79M +$1.79M +61,510 New
PCA
14
Prosperity Capital Advisors
Ohio
$1.69M +$1.04M +35,565 +157%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.58M -$1.18M -40,320 -43%
AFP
16
Ausdal Financial Partners
Iowa
$1.46M -$117K -4,012 -7%
KAS
17
Kestra Advisory Services
Texas
$1.44M -$5.16K -177 -0.4%
CF
18
Centaurus Financial
California
$1.36M -$904 -31 -0.1%
FFA
19
Farther Finance Advisors
California
$1.32M +$23.1K +791 +2%
WIA
20
World Investment Advisors
California
$1.16M +$242K +8,293 +26%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.15M +$50.1K +1,718 +5%
EMAM
22
Encompass More Asset Management
California
$1.08M -$270K -9,269 -20%
CWS
23
Cypress Wealth Services
California
$1.03M
HI
24
Harbour Investments
Wisconsin
$828K +$132K +4,539 +19%
SIA
25
Soltis Investment Advisors
Utah
$826K +$175 +6 +0%